Navigation:  Managing the Account > Business Analytics > Reporting > Editing a Report

 

Overview

 

You can edit the "Report Properties" and "Parameters" tabs of a report in its details page.

 

 

Step-by-step

 

1. Open the "Report Management" page (Admin Dashboard > Control Panel > Business Analytics module > Reporting sub-module > Report Management page), select the report to be edited and click . The corresponding details page will open in edit mode, ready for your edition.

 

 

2. Edit each tab as necessary.

 

Consider the following when you edit a report:

 

•The template report determines the type of data to be returned.

Some templates have more than one version. The difference between versions is mainly related to the available fields/parameters.

Verify the template version's fields/parameters to make sure the version you select will return the data you need.

For details on each report template, check the corresponding article - "Reporting Service's Report Templates" - available in our Knowledge Base. Make sure you register/log in to access this article.

 

•Define a report name that provides some context to the returned information.

 

•The option ONLY affects the current data display in the "Data" section - it is a temporary operation. To permanently save your changes, you MUST click the button.